1. Where can I find copies of the Allotment Memos?
2. There is an error on my Allotment Memo. How can I get it fixed?
If there is an error on your allotment memo, please contact Jaime Barrett or Shaunna Ford.
Phone: (801) 538-7667 | E-mail
Phone: (801) 538-7672 | E-mail
1. Educator Data and Statistics
Where can I find teacher salary data, the number of educators in Utah, and Student/Teacher ratios?
Does the Utah State Board of Education (USBE) collect teacher salary schedules?
How does Utah compare to the nation regarding educator data?
2. Funding for Educators
Why is it important for school districts and charter schools to maintain current educator files in the Comprehensive Administration of Credentials for Teachers in Utah Schools (CACTUS) database?
When should school districts and charter schools update their educator files in CACTUS?
Who do I contact if I have questions about the Teacher Salary Supplement Program (TSSP) for math and science teachers?
Where can I learn more about the Professional Staff Cost Formula?
Where can I learn more about the Educator Salary Adjustments allocation?
Board Rule R277-110 gives direction on how the Educator Salary Adjustments allocation is distributed.
Where can I learn more about the Classroom Supplies and Materials allocation?
Board Rule R277-459 gives direction on how the Classroom Supplies and Materials allocation is distributed and should be spent.
How much money do teachers receive for Classroom Supplies and Materials?
Why does the USBE care about school immunization records when the Utah Department of Health is the regulatory authority for this data?
4. Necessarily Existent Small Schools (NESS)
How do I know if a school is eligible to receive additional funding because of its small size?
1. Who is eligible for school transportation?
Rule R277-600-4: Eligibility
R277-600-5: Student with Disabilities Transportation:
2. Why Can't the bus go down my street?
R277-600-6: Bus Route Approval:
For questions pertaining to:
For questions pertaining to:
Please contact Jackie Hardman at (801) 538-7577.
1. What is the Annual Financial Report (AFR)?
It is a required report for all Utah Local Education Agencies (LEA's) which is prepared on the modified accrual basis detailing revenues and expenditures and giving a balance sheet organized by Fund, Function and Object. Utah follows the National Center for Education Statistics (NCES) account code and definitions.
2. What is the Annual Program Report (APR)?
It is a required report for all Utah Local Education Agencies (LEA's) and is organized by Program and Object.
3. Where can I get a listing of required reports?
The report listing is found in the Utah Administrative Rule R277-484-3: Deadlines for Data Submission in the Utah State Board of Education (USBE) rules. There is a listing of submitted reports and their status on the recent Report Submission Tracking.
4. If I have questions concerning school accounting, who can help me?
5. If I represent a new charter school in our planning year do I still need to file an AFR or APR when we don't have students?
Yes. There are alternative reports to replace your statutorily required audit reports based upon the level of expenditures but your AFR and APR still need to be submitted.
6. Do I need to submit my budget to USBE?
Yes. Currently, the code still requires the budget be submitted to both the USBE and the State Auditors' office. Most District budgets need to be submitted by July 15, those where a Truth-In-Taxation hearing is involved are due August 15. Charter schools must submit their budget within 30 days of approval from their board; board approval must be before June 22 for all budgets, unless otherwise stated.
1. What types of projects constitute construction?
Construction means: the renovation, remodeling, alteration, enlargement, rehabilitation, conservation, improvement, repair, or reconstruction of the building; or changing the character or use of the building in a manner that increases the occupancy loads, other demands, or safety risks of the building.
This includes leased facilities, both temporary and permanent structures, etc. Construction does not mean the routine operation, routine maintenance of existing structures, buildings or real property.
2. Is there a requirement to report projects based on a certain dollar amount? If not, why did this change?
No, the requirement to report construction to our agency is based on work required to be inspected, outlined in the International Building Codes (IBC) suite. Items required to be inspected are required to be reported to us, this information along with those exempt from reporting can be found in the following forms, at the website listed below:
The elimination of the exemption of project reporting for projects under $99,999 was implemented some years back. USBE and others were unable to locate the source. In addition, this conflicted the practice of complying with the most restrictive and/or specific requirement in the Code.
3. Where do I find the construction reporting forms and what are they for?
This checklist provide an overview of the items required to be submitted to USBE prior to construction commencing, in the process of obtaining the USBE Project Number, along with the requirements once construction has been approved and commences.
4. What can happen if a construction project is not reported as required?
Administrative Rule R277-471- amended July 8, 2008 – applies to all construction projects (the only exceptions are listed in the International Building Code –section 105):
Ensure that each inspector is adequately and appropriately credentialed; ensure that design work is being carried out by the appropriate licensed design professionals.
School districts and charter schools which fail to comply . . . subject to interruption of state aid dollars by the Board in accordance with Section 53A-1-401(3) and 53A-17a-144(4)(d) . . . to the following extent:
10% of total monthly Minimum School Program transfer amount the first month; 25% in the second month; and 50% in the third and subsequent months
A nonrefundable fine in the amount of one half of one percent of the total construction costs shall be assessed . . . fail to report construction. . .that exceed $99,999 before construction begins.
5. What is the School Construction Resource Manual (all construction steps, rules, etc., including preliminary requirements) and where is it found?
The resource manual includes guidelines, best practices, laws, rules, and so on, that LEAs (school district and charter schools) are required to follow.
The manual can be reviewed and/or downloaded online at the following website, at the ‘Construction Resource Manual’ tab:
6. What is the difference between a new school and a new school building?
A new school means a complete new school on a new site. A new school building means a new building on an existing school site.
7. Whom do I send the facility construction project forms to, and by what means?
All the forms go to Jenefer Youngfield, the School Construction Specialist at USBE in the School Finance and Statistics Section, preferably by email to: email@example.com , but they can also be sent by or by mail (Financial Operations, USBE, 250 East 500 South, PO Box 144200, Salt Lake City, UT 84114-4200). If you have any questions, please contact Jenefer at (801) 538-7669. Note: this includes everything except the plans (see below).
8. What format should Plans, Specifications & Pre-Construction items be sent to USBE?
On a USB (preferred) or CD in electronic format prior to construction commencing.
9. What is an SP-8 Construction Inspection Summary Form and when do they have to be submitted?
The SP-8 form is a summary of all inspection & tests performed for a particular month and are due monthly (by the 10th day of the following) throughout the entire construction project, along with supporting inspections and/or testing reports.
10. What is an SP-9 Final Inspection Certification Form and when does it have to be submitted?
The SP-9 Form is a certification that the construction project is complete or substantially complete to the point that a temporary or permanent ‘Certificate of Occupancy’ can be issued and must be accompanied with the building inspector of record’s final inspection or inspection approving temporary occupancy and the Fire Marshal’s permanent or temporary ‘Certificate of Fire Clearance’.
11. What is an SP-10 ‘Certificate of Occupancy Form, how is it obtained and when does it have to be submitted?
The ‘Certificate of Occupancy’ is required to be obtained prior to the facility or area of the project is to be occupied. It is issued by the building official for the project if the project is inspected by the local jurisdiction the facility is housed in, the local school district when the appropriately credentialed inspectors are employed, or in the case of independent inspectors the SP-10 ‘Certificate of Occupancy’ request shall be sent to USBE (Jenefer Youngfield), to be signed by the State Superintendent for Public Instruction. When all requirements have been fulfilled, the signed certificate is returned to the requesting LEA (school district or charter school) designee.
12. Does the total footage for a new school include sidewalks, playgrounds, and so on?
No, the square footage it specifically related to structures/buildings.
13. Who can perform various plan reviews for construction projects?
All plan reviews must be performed by those currently certified through the International Code Council and/or licensed as applicable through the State of Utah in the field the review is being performed, for commercial construction.
14. Who can perform various inspections for construction projects?
All inspections must be performed by those currently certified through the International Code Council and/or licensed as applicable through the State of Utah in the field the review being performed.